Clarity, Trust, and Accountability

At Coastal Wealth, we’re committed to transparency in every relationship. Our Customer Relationship Summary outlines how we work with clients, the services we offer, and the standards you can expect. It’s part of our promise to empower you with clear information, so you can make confident financial decisions.

Clarity, Trust, and AccountabilityClarity, Trust, and Accountability

When you partner with Coastal Wealth to meet your protection and wealth management needs, you join a firm with a vast array of resources working in your best interests. In order to bring you quality, innovative programs and products to meet your specific needs, Coastal Wealth has strategic relationships with top industry leaders. We also leverage the experience and expertise of major institutions to help protect and service the assets you have entrusted to us.

Here is a brief overview of our firm and several of our most important business relationships:

MassMutual

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: to help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services.

MMLIS

Coastal Wealth s a general agency of MassMutual and qualified representatives offer securities through MML Investors Services, LLC (MMLIS), a Broker-Dealer and Registered Investment Adviser subsidiary of MassMutual. MML Investors Services, founded in 1981, is one of the largest distributors of mutual funds, variable annuities and variable life insurance in the United States. MMLIS is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). MMLIS is authorized to conduct business in all 50 states, the District of Columbia, and Puerto Rico.

NFS

Through our relationship with MMLIS, assets held in brokerage accounts are custodied with Fidelity Investments’ broker-dealer, National Financial Services LLC (“NFS”). Established in 1983, NFS is one of the largest providers of brokerage services including clearing and custody, tax reporting, credit management, financial planning, and advisory services.

Fidelity Investments® and National Financial Services LLC (together “Fidelity”) is an independent company unaffiliated with Coastal Wealth.. There is no form of legal partnership or affiliation between Fidelity and the other third parties listed nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 969332.2.0 MassMutual, MMLIS, NFS, and Coastal Wealth are separate entities. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 (954) 938-8800. . CRN202609- 4968045

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Discover financial excellence with Coastal Wealth – where integrity meets innovation. Our dedicated team is committed to providing personalized solutions that empower you on your unique financial journey. Trust in our expertise, transparency, and unwavering commitment to your success. Contact us today and let Coastal Wealth be your partner in achieving financial well-being.

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All material presented herein is intended for information purposes only.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.

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